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Benedetti & Gucer’s Chevron CVX Stock Holding History

Benedetti & Gucer’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.02M Sell
6,483
-2,687
-29% -$405K 0.51% 37
2023
Q4 		$1.37M Buy
9,170
+156
+2% +$23.6K 0.72% 30
2023
Q3 		$1.52M Sell
9,014
-1,047
-10% -$169K 0.83% 23
2023
Q2 		$1.58M Buy
10,061
+6,017
+149% +$965K 0.81% 23
2023
Q1 		$660K Buy
+4,044
New +$678K 0.38% 50
2022
Q3 		– Sell
-1,458
Closed -$212K – 86
2022
Q2 		$212K Buy
1,458
+44
+3% +$7.27K 0.14% 82
2022
Q1 		$230K Buy
+1,414
New +$203K 0.15% 87

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benedetti & Gucer's CVX Position: Q1 2024 in Review

Benedetti & Gucer reduced its Chevron (CVX) stake by 29% in Q1 2024, selling an estimated $405K and leaving 6,483 shares worth $1.02M. The position accounts for 0.51% of the portfolio, ranked #37.

Benedetti & Gucer first reported a position in CVX in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2023. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Benedetti & Gucer held 6,483 shares of Chevron worth $1.02M as of Q1 2024.
  • Benedetti & Gucer sold 2,687 Chevron shares in Q1 2024, an estimated $405K.
  • Chevron made up 0.51% of Benedetti & Gucer's portfolio in Q1 2024, its #37 holding.
  • Benedetti & Gucer first reported a position in Chevron in Q1 2022 and has held it in 7 quarters since.
  • Benedetti & Gucer's Chevron position peaked at $1.58M in Q2 2023.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.